As interest rates rise, so do the costs of servicing mortgages, credit card balances and lines of credit. As a result, conversations with your clients regarding these forms of debt could become more ...

When markets are volatile, it’s challenging to calm clients and protect their portfolios. So, CIBC Wood Gundy portfolio manager Stan Tepner asked business-building expert Grant Shorten about the best ...

It's not about the number of bullet points on your résumé; it's about how you articulate your value and the confidence you ...

Advisors often say they don’t discuss responsible investing (RI) because their clients are uninterested, they believe RI underperforms and that investment choices are too limited. In a discussion at ...

Who are difficult clients for a lawyer? What are the strategies on how to deal with difficult clients as a lawyer? Can a lawyer withdraw from difficult clients in Canada? How to deal with difficult ...

Clients may need a vacant home policy for several reasons. “The most common one right now is people purchasing properties and looking to either improve them or completely rebuild,” said Rhys Doiron, ...

As the frequency and ferocity of severe weather events continue to soar, so also must insurance conversations between underwriters, brokers and their clients increasingly become about risk mitigation ...